Communication Plan Request

1Requestor Details

2Communication Plan Details

3Terms & Agreements

Name(Required)

First Last

UB Employee ID(Required)

Employee Email(Required)

Department(Required)

Purpose of Communication Plan(Required)

In a few short sentences, please describe the general purpose of the communication plan (i.e. why are we sending these communications).

Planned Start Date(Required)

MM slash DD slash YYYY

Planned End Date(Required)

MM slash DD slash YYYY

Target Audience(s)

Describe the population(s) of students that will be receiving communications. Please be specific as possible to better assist our team in building the appropriate queries. To add multiple populations, click the “+” icon to the right of the field.

What kind of communication activities doe you plan to send?(Required)

Select at least 1 choice.

SMS/Text Message

Phone Call (Manual)

Does your department have a dedicated Twilio Number in Advise?(Required)

If you are not sure, contact helpdesk@bridgeport.edu and we can confirm for you if a phone number has been provisioned.

Yes

Are communication activities for this plan sent out on scheduled dates?(Required)

Example: Emails are sent on 8/20/20XX, 8/27/20XX, and 9/8/20XX. The emails will be distributed only on those specified dates and students who qualify to receive the emails after the scheduled dates will not receive them.

Yes

Does this plan include branching communications?(Required)

Please indicate whether or not this communication plan requires different messaging to be sent based on a set of conditions.
Example: Graduate students receive a different email/text/etc. than undergraduate students or receive communications on a different timeline.

Yes

Are any communication activities in this plan reoccuring?(Required)

Yes

How often do the communication activities reoccur?(Required)

Communication Activities

Activity Type	Subject	Send Date	Send Time	Actions

There are no Activities.

Maximum number of activities reached.

Additional Requirements/Considerations

Enter any additional requirements or notes that need to be taken into consideration when building this communication plan.

By submitting this request, you acknowledge and agree to the following:

Communication plan requests will be reviewed by a member of our the Enterprise Resources and Planning team. Please permit at least 24 working hours for your request to be processed and assigned to one of our developers. Upon receiving your request, you may be contacted for additional information or clarification which may extend the time needed to build your communication plan. Additional setup time may be necessary if it is determined your request requires external data not currently present in CRM Advise.

The assigned developer may make necessary modifications to message content and timing based on the capabilities of CRM Advise and to keep communications in line with the University of Bridgeport style guide. Any adjustments made by the developer will be communicated via email prior to the requested start of the plan.

All changes to the timing and/or content of any communication activity by the requesting department must be made by email to the developer assigned to your request. Modification requests made after the communication plan has launched cannot include activities scheduled to be distributed on the same calendar day as the submission of the modification request.

I agree to the Terms of Service